Hartford Funds Exchange Traded (HTAB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of HTAB (all 13F filers)
- CPC Advisors2.1 MType not verified+129 K
- Bank of New York Mellon2.1 MBank or trading desk−101 K
- Bank of America946 KBank or trading desk+7,155
- LPL Financial926 KWealth adviser−227 K
- Raymond James Financial924 KWealth adviser+21 K
- Northwestern Mutual Wealth Management749 KWealth adviser−18 K
- Jones Financial Companies Lllp670 KWealth adviser+4,421
- Wealthspire Advisors538 KType not verified−2,189
- Yarger Wealth Strategies480 KWealth adviser+2,426
- Envestnet Asset Management323 KWealth adviser+30 K
- CPC Advisors
- Shares
- 2.1 M
- Change
- +129 K
See more
- Type
- Type not verified
- Value
- $41.2M
- Shares
- 2.1 M
- Change
- −101 K
See more
- Type
- Bank or trading desk
- Value
- $40.0M
- Shares
- 946 K
- Change
- +7,155
See more
- Type
- Bank or trading desk
- Value
- $18.1M
- Shares
- 926 K
- Change
- −227 K
See more
- Type
- Wealth adviser
- Value
- $17.8M
- Shares
- 924 K
- Change
- +21 K
See more
- Type
- Wealth adviser
- Value
- $17.7M
- Shares
- 749 K
- Change
- −18 K
See more
- Type
- Wealth adviser
- Value
- $14.4M
- Shares
- 670 K
- Change
- +4,421
See more
- Type
- Wealth adviser
- Value
- $12.9M
- Shares
- 538 K
- Change
- −2,189
See more
- Type
- Type not verified
- Value
- $10.3M
- Yarger Wealth Strategies
- Shares
- 480 K
- Change
- +2,426
See more
- Type
- Wealth adviser
- Value
- $9.2M
- Shares
- 323 K
- Change
- +30 K
See more
- Type
- Wealth adviser
- Value
- $6.2M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial6.6%13Gfiling ↗Event: Sep 30, 2026 · filed: Oct 19, 2026
- Bank of New York Mellon0.4%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 7, 2026
- Bank of New York Mellon13.8%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: Apr 28, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗